Create branch

Branch

Branch IN ACCOXI

A branch office is a location, other than the main office, where a business is conducted. Most branch offices consist of smaller divisions of different aspects of the company such as human resources, marketing and accounting. A branch office will typically have a branch manager who will report directly to, and answer to, a management member at the main office. In ACCOXI user can create branches of their business and record accounting data of the same. A new branch can be accessed from the Settings Menu  Create Branch

Branch1

BRANCH SEARCH

Create Branch option redirects the user to Branch Search window where the user can view all the branches created. User can create new branch from this window as well as edit the existing branch details.

 

 

DATA AVAILABLE IN BRANCH SEARCH TABLE

FIELD

DESCRIPTION

#

The serial number of the data in the table is displayed here

Branch name

Shows the name of the branches created

Address

The address of the branches created will be displayed here

Email ID

The email of the branches created will be displayed

Contact number

Displays the contact number of the branches created

Registration date

The registration date of the branches created will be displayed in this column

Status

Indicates the active/inactive status of the branches created

 

Branch Search

1.Filter :

The filter option in branch search window helps the user to filter the branch data shown in the window

  • Filter of branch search can be done in two ways- either you can directly enter the branch name into the search bar near filter option or by clicking the filter drop down, you can filter the data by entering the branch name, contact number and email id.

2.NEW BRANCH:

A new BRANCH can be created by clicking on the new branch option.

 

Steps to add a NEW BRANCH:

  • Select settings module and click create branch option
  • And select the new branch button in the branch search and it will redirect the user to branch master form
  • In the branch master form, enter branch name, address, country and other prompted details
  • Then if the status of the branch is active, tick Active
  • And click save

Branch Master

FIELDS

DESCRIPTION

Branch name

The branch name should be entered in this column

Address

The address of the branch to be created should be mentioned in this column

Country

The country where the branch is located should be added here

State

The state where the branch is located should be added here

Street

The street where the branch is located should be added here

Pin code

The pin code of the place where the branch is located should be added here

Email id

The official email id of the branch should be given in this column

Phone number

The official phone number of the branch should be given in this column

Active

This option should be used to activate or deactivate the branch status

Branch registered name

The branch official registered name should be given in this section

Save

To save the new branch created save button can be used

Exit

This button exits the user from whole branch master window.

3.REFRESH

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

4.View branch option:

User can view the data of the created branch by clicking in the view button. But the user is restricted to make any changes in the view window.

5.Edit :

To edit the branch data this option can be easily accessed and it will redirect the user to branch master window and user can update branch details.

User can also make changes to the default card payment account from this window.

6.COLOUR FILTER

The inactive branch will be appear in the search in red color.

7.Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. By giving page number in the box and clicking on Go button, user can jump to the entered page.

8.Exit

Below the pagination control, there is exit button. If you want to exit the branch search page, click on exit button.

Frequently Asked Questions?

01How do I filter my branch data?

  • Click on settings=> branches => branches search will open

Filter option is available below the branch search bar at the left hand side. Branch can be filtered based on branch name, contact number and EMAIL. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How do I create a new branch?

  • Click on settings=> branches => branches search will open
  • Click on new Branch button.
  • The new Branch button opens into Branch master form where the user can add new Branch by entering the required details.
  • Fields marked in red are to be mandatorily filled by the user.
  • After that click on save

03How to activate/deactivate a created branch?

  • Click on settings=> branches => branches search will open
  • Click on the pencil button at the right end of the table of the corresponding branch which denotes “edit”
  • Then branch master will open and at the bottom of the page click on active to deactivate/activate the branch.
  • And click on update.

04How to view the details of created branch?

  • Click on settings=> branches => branches search will open
  • Click on the eye button at the right side of the table of the corresponding branch which denotes “view”
  • Then branch master will open and user can view the details of the branch

05What does the red mark denotes in the branch search window?

The inactive branches are denoted in red mark.